> It is also revitalizing an unsuccessful experiment the company began in 2016: offering bespoke local activities, or what it calls “experiences.” The next stage, launch date unspecified, involves making your profile on Airbnb so robust that it’s “almost like a passport,” as Chesky puts it
> After that comes a deep immersion into AI: Inspired by his relationship with Altman, Chesky hopes to build the ultimate agent, a super-concierge who starts off handling customer service and eventually knows you well enough to plan your travel and maybe the rest of your life.
That kind of makes sense to me - Airbnb must have learned to deal with trust/safety/reputation issues better than basically any other consumer app based company (except maybe Uber/Lyft)
Looking at incumbents:
Tour booking - TripAdvisor and Viator, not enough network effect
Home services - Angie's List and Thumbtack, not enough network effect
Events and concerts - Ticketmaster, enough said
Classified ads - Facebook Marketplace, enough said
Gym and fitness - Classpass, which I think is pretty good actually, but definitely going to be acquired or copied by Big Tech
Volunteer event hosting - Meetup, anyone under 40 even remember that?